How to maintain customer prospectus ?

First open the existing company then click on maintain bar

Then open the customer prospectus

After that fill the header bar information Then give the customer id on maintain customer prospectus according to your on choice, then give the name of the organization in header bar.After that go to tab bar and fill the information which are required general tab bar

In general information first give the name of contact person,then click on the bill address and select the ship to address 1.Then write the address ,customer type,telephone number ,fax number,email address and website .

Then click on the tab bar option “sales default”

Now  select the look bar button from sales rep and select the sales ID

Then go to the payment defaults option in tab bar.

When the customer pay the amount through credit card then we fill this information.

Then go to the customer fields option from the following window .

We can change the the main heading in customer field according to our requirement.

Then go to the last option of the tab bar History

Here we can see the all transaction that are done in past we can see all history of his or her account.

How to maintain default information customer?

First we go to the maintain button and click the customer information option following window will open

And then click on the customers option then then customer defaults window will open

In this window in the tab bar first heading or option is “payment terms”. In payment terms we fill all the necessary information of Cash of delivery net due in, prepaid discount in ,due on day of next month here we select the percentage of discount and in due at end of month we write the credit limit. In GL sales account we select desire account from look up  button and select sales account

 write the account id of that account and in discount GL acoount we do the same and then click on the Ok option to save.

if we don’t have that account then we can make  that account  to double click on GL sales and can make that account and select.

The next heading or option is “Accounting Aging”

Here we will fill out of these 4 columns that are shown in the window

We fill only that column that we required we also fill the age invoice by by choosing one option from these two invoice date or due date

Then we will go to the next requirement or he4ading that is custumer fields.here we we can select four options according to our choice by clicking on enabled button we that requirement we can also edit that all 4 requirments according to our choice

Then will click on finance charge option ny clicking on that buton the following window will open

In the finance charges we select charges according to our due date for example if 30 days or 60 days .here we also calculated annual interest rate we can also charge interest on finance charges we can also add the account from clicking on the look bar button

The next step or heading of customer defaults is “pay methods”

By clicking on that option following window will open

In the payment methods there are some methods are shown in this picture we select only that method which is used by the specific person for example if the payment is in cash then we select the cash payment option and if the payment in check method then we select the 2^nd option and so on.